D.J. St. Germain’s Vanguard Energy ETF VDE Stock Holding History

D.J. St. Germain’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.51K	Sell	50 -20	-29%	-$3.24K	﹤0.01%	719
2026 Q1	$12.1K	Sell	70 -100	-59%	-$15.1K	﹤0.01%	642
2025 Q4	$21.4K	Hold	170	–	–	﹤0.01%	571
2025 Q3	$21.4K	Buy	170 +100	+143%	+$12.3K	﹤0.01%	572
2025 Q2	$8.34K	Sell	70 -35	-33%	-$4.07K	﹤0.01%	676
2025 Q1	$13.6K	Hold	105	–	–	﹤0.01%	537
2024 Q4	$12.7K	Hold	105	–	–	﹤0.01%	558
2024 Q3	$12.9K	Sell	105 -50	-32%	-$6.25K	﹤0.01%	513
2024 Q2	$19.8K	Sell	155 -45	-23%	-$5.86K	﹤0.01%	477
2024 Q1	$26.3K	Sell	200 -5	-2%	-$599	﹤0.01%	450
2023 Q4	$24K	Sell	205 -40	-16%	-$4.79K	﹤0.01%	462
2023 Q3	$31.1K	Hold	245	–	–	﹤0.01%	412
2023 Q2	$27.7K	Buy	+245	New	+$27.6K	﹤0.01%	439
2022 Q4	$6.67K	Buy	+55	New	+$6.7K	﹤0.01%	302

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

D.J. St. Germain's VDE Position: Q2 2026 in Review

D.J. St. Germain reduced its Vanguard Energy ETF (VDE) stake by 29% in Q2 2026, selling an estimated $3.24K and leaving 50 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

D.J. St. Germain first reported a position in VDE in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.1K in Q3 2023. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

D.J. St. Germain held 50 shares of Vanguard Energy ETF worth $7.51K as of Q2 2026.
D.J. St. Germain sold 20 Vanguard Energy ETF shares in Q2 2026, an estimated $3.24K.
Vanguard Energy ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #719 holding.
D.J. St. Germain first reported a position in Vanguard Energy ETF in Q4 2022 and has held it in 14 quarters since.
D.J. St. Germain's Vanguard Energy ETF position peaked at $31.1K in Q3 2023.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.